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![The Formidable Conundrum of Debt and Inflation](https://static.wixstatic.com/media/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_9422aca19a0b415e94ea3c1622602c2c~mv2.webp)
Aug 27, 2023
The Formidable Conundrum of Debt and Inflation
Adam Smith in his book ‘The Wealth of the Nations’ wrote – ‘when national debts have once been accumulated to a certain degree, there is...
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![US on brink of Default](https://static.wixstatic.com/media/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_b1953fcd9e26496f952dc2195eb28cd7~mv2.webp)
May 2, 2023
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![Riding the Cycles](https://static.wixstatic.com/media/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_05b9d417d8e1440bb25f4a3b133cf9c8~mv2.webp)
Feb 24, 2023
Riding the Cycles
This note covers the economic policies during different periods of tumultuous events, response of central banks, impact on financial markets
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![Dow nearing its support!](https://static.wixstatic.com/media/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_ebe71ea0dd1f4b4da095522cbc1135db~mv2.webp)
Sep 23, 2022
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![FOMC Awaited](https://static.wixstatic.com/media/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_ab842e62d1764cdb8466803d4fe84473~mv2.webp)
Sep 22, 2022
FOMC Awaited
Today, as we await FOMC (Federal Open Market Committee) meet, global markets are cautious over #Fed's expected interest rate decision....
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![What spooked the markets today?](https://static.wixstatic.com/media/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_e7e95e3fbe4e44a3b709e73003882d7a~mv2.webp)
Sep 22, 2022
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![US Debt & Interest rates](https://static.wixstatic.com/media/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_c0c9ee276f58410883509b183d6bddc3~mv2.webp)
Jul 16, 2022
US Debt & Interest rates
US Dollar is now trending at very high levels (DXY= 107.98). Last time it crossed these levels was in year 2000. US Dollar moves in...
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![Fed's Word of Hope](https://static.wixstatic.com/media/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_3df8da67260045bd9fd50d46fb6d1c1e~mv2.webp)
Jul 14, 2022
Fed's Word of Hope
US Inflation at 9.1%. USD soaring. INR USD breached 80. Euro pars with USD. USD gaining as markets ‘believe’ that Fed will ‘act’...
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![The Inflation theme of Economies & Markets: Gold as an Asset Class](https://static.wixstatic.com/media/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_3596fcf51f474b289b22265bced7bf62~mv2.webp)
Jun 21, 2022
The Inflation theme of Economies & Markets: Gold as an Asset Class
Current times are tricky, and the vicissitudes of markets and global economic, geopolitical events have been mind-boggling. We are facing...
![The Bond Alarm](https://static.wixstatic.com/media/6ecbb1_40936d6110144eeebd2808019445db2d~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_40936d6110144eeebd2808019445db2d~mv2.webp)
Jun 16, 2022
The Bond Alarm
Here's a quick note on Bonds and Interest rate situation in US & EU. Central banks have increased interest rates at accelerated rate....
![The Inflation Theme of Economies & Markets - Part 1](https://static.wixstatic.com/media/6ecbb1_b9446e65a71444a580d037dac0711b4c~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_b9446e65a71444a580d037dac0711b4c~mv2.webp)
May 27, 2022
The Inflation Theme of Economies & Markets - Part 1
It is amusing to see how economies and markets transpire into different cycles from time to time. As they gradually transition from stage...
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![Liquidity - the Greatest Showman ?](https://static.wixstatic.com/media/6ecbb1_fa948f1327274748878eef0633284858~mv2.jpg/v1/fill/w_294,h_221,fp_0.50_0.50,q_90,enc_auto/6ecbb1_fa948f1327274748878eef0633284858~mv2.webp)
Aug 3, 2020
Liquidity - the Greatest Showman ?
Things are lately having us dubious on how can markets display a great degree of optimism in the time of dismay. It also has many of us...
![How Interest Rates & Demographics are related ?](https://static.wixstatic.com/media/6ecbb1_f2b5e2a7c00949ff9bad12efe0b00ff4~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_f2b5e2a7c00949ff9bad12efe0b00ff4~mv2.webp)
Mar 31, 2020
How Interest Rates & Demographics are related ?
Below is the slide show briefing on above topic.
![Covid impact - 'Zero' US Bond yields](https://static.wixstatic.com/media/6ecbb1_8a40339b62054e6e8760fee53e0b6f21~mv2.png/v1/fill/w_294,h_221,fp_0.50_0.50,q_95,enc_auto/6ecbb1_8a40339b62054e6e8760fee53e0b6f21~mv2.webp)
Mar 4, 2020
Covid impact - 'Zero' US Bond yields
Morning briefing: Amid rising fears of impact of COVID 19 on global economy, the global central banks are looking upon reducing the...
![Should RBI hike interest rates in July 2019](https://static.wixstatic.com/media/6ecbb1_a31f55b0113c4012a900fa44a83697d5~mv2.png/v1/fill/w_294,h_219,fp_0.50_0.50,q_95,enc_auto/6ecbb1_a31f55b0113c4012a900fa44a83697d5~mv2.webp)
Apr 30, 2019
Should RBI hike interest rates in July 2019
RBI releases bi-monthly monetary policy statement giving out its interest rate decision, after gauging various factors like consumer...
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